Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
The Advisor of the Future: Neither Human Nor Robot, but Cyborg
By Michael E. KitcesYes, there are 'robo-advisor' offerings claiming to offer sophisticated advice to financial consumers, but how much of a threat are they to 'real' advisors? What you can learn from the robots.
July 29, 2013
Brave New (Client) WorldWhile many advisors are growing their businesses today, they risk missing out on tomorrows growth by neglecting audiences beyond the traditional affluent white male client.
July 29, 2013
Why Stock Investors Freak OutNew research sheds light on client panic during market downturnsand how advisors can limit the portfolio damage.
July 26, 2013
Stark Statistics, Glimmers of Hope at DC Retirement SummitThe bad news: 4 out of 10 older Americans have no retirement savings. The good news: those with employer retirement plans are far more ready to retire. The challenge: getting Congress to act and lower-income savers to prepare.
July 26, 2013
Twenty-Somethings Losing Financial GroundMillennials feel less financially independent today than they did two years ago, according to survey released Thursday by PNC Financial Services.
July 26, 2013
5 Reasons Why Your Clients May Still Have the Economic BluesWhile some measures of U.S. consumer sentiment are up, Pew Research data explores some overlooked indicators that suggest why Americans arent all that upbeat, despite much good economic and markets news.
July 25, 2013
10 Wealth Planning Tips for a Post-DOMA World: AspiriantAspiriant LLC has provided this checklist to help the RIA's 40-plus advisors nationwide re-set the clock with clients whose lives will change as a result of DOMAs repeal.
July 24, 2013
Debunk Redux: Fiduciary Was Good for Brokers the First Time, TooWhat happened to brokerage accounts following the FPAs victory against the SEC in 2007 over the 'Merrill Rule' reveals as much about the brokerage industry as it does about the effects of a fiduciary standard.